Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TIPTREE INC.TIPT · Entity 5239 | Director | May 27, 2026 | May 28, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
TIPTREE INC.
Report date May 27, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 193,011 |
Reported balance
After 2026-05-27 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-27 · Purchase · Acquired 990 · Balance 193,011 |
| Common StockSEC Table I · non-derivative | Direct | 274,742 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 274,742 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 22, 2017 Filed Mar 23, 2017 14:19 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 500 | $6.53 | $3,265.00 |
DisclosureSEC source: 0001209191-17-022502 · doc4.xml · nonDerivative · entry 10 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 14,249 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 22, 2017 Filed Mar 23, 2017 14:19 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 124 | $6.50 | $806.00 |
DisclosureSEC source: 0001209191-17-022502 · doc4.xml · nonDerivative · entry 9 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 13,749 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 22, 2017 Filed Mar 23, 2017 14:18 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 16,861 | $6.60 | $111,282.60 |
DisclosureSEC source: 0001209191-17-022501 · doc4.xml · nonDerivative · entry 16 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 48,005 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 22, 2017 Filed Mar 23, 2017 14:18 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 7,100 | $6.59 | $46,789.00 |
DisclosureSEC source: 0001209191-17-022501 · doc4.xml · nonDerivative · entry 15 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 31,144 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 22, 2017 Filed Mar 23, 2017 14:18 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 1,400 | $6.57 | $9,198.00 |
DisclosureSEC source: 0001209191-17-022501 · doc4.xml · nonDerivative · entry 14 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 24,044 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 22, 2017 Filed Mar 23, 2017 14:18 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 3,139 | $6.56 | $20,591.84 |
DisclosureSEC source: 0001209191-17-022501 · doc4.xml · nonDerivative · entry 13 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 22,644 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 22, 2017 Filed Mar 23, 2017 14:18 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 4,456 | $6.55 | $29,186.80 |
DisclosureSEC source: 0001209191-17-022501 · doc4.xml · nonDerivative · entry 12 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 19,505 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 22, 2017 Filed Mar 23, 2017 14:18 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 800 | $6.54 | $5,232.00 |
DisclosureSEC source: 0001209191-17-022501 · doc4.xml · nonDerivative · entry 11 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 15,049 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 22, 2017 Filed Mar 23, 2017 14:18 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 500 | $6.53 | $3,265.00 |
DisclosureSEC source: 0001209191-17-022501 · doc4.xml · nonDerivative · entry 10 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 14,249 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 22, 2017 Filed Mar 23, 2017 14:18 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 124 | $6.50 | $806.00 |
DisclosureSEC source: 0001209191-17-022501 · doc4.xml · nonDerivative · entry 9 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 13,749 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 14:19 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 300 | $6.75 | $2,025.00 |
DisclosureSEC source: 0001209191-17-022502 · doc4.xml · nonDerivative · entry 8 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 13,625 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 14:19 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 100 | $6.70 | $670.00 |
DisclosureSEC source: 0001209191-17-022502 · doc4.xml · nonDerivative · entry 7 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 13,325 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 14:19 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 400 | $6.65 | $2,660.00 |
DisclosureSEC source: 0001209191-17-022502 · doc4.xml · nonDerivative · entry 6 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 13,225 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 14:19 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 1,000 | $6.64 | $6,640.00 |
DisclosureSEC source: 0001209191-17-022502 · doc4.xml · nonDerivative · entry 5 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,285 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 14:19 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 500 | $6.63 | $3,315.00 |
DisclosureSEC source: 0001209191-17-022502 · doc4.xml · nonDerivative · entry 4 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 11,825 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 14:19 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 3,951 | $6.60 | $26,076.60 |
DisclosureSEC source: 0001209191-17-022502 · doc4.xml · nonDerivative · entry 3 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 11,325 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 14:19 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 1,054 | $6.55 | $6,903.70 |
DisclosureSEC source: 0001209191-17-022502 · doc4.xml · nonDerivative · entry 2 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 7,374 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 14:19 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 476 | $6.50 | $3,094.00 |
DisclosureSEC source: 0001209191-17-022502 · doc4.xml · nonDerivative · entry 1 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 6,320 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 14:18 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 300 | $6.75 | $2,025.00 |
DisclosureSEC source: 0001209191-17-022501 · doc4.xml · nonDerivative · entry 8 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 13,625 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 14:18 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 100 | $6.70 | $670.00 |
DisclosureSEC source: 0001209191-17-022501 · doc4.xml · nonDerivative · entry 7 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 13,325 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 14:18 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 400 | $6.65 | $2,660.00 |
DisclosureSEC source: 0001209191-17-022501 · doc4.xml · nonDerivative · entry 6 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 13,225 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 14:18 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 1,000 | $6.64 | $6,640.00 |
DisclosureSEC source: 0001209191-17-022501 · doc4.xml · nonDerivative · entry 5 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,285 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 14:18 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 500 | $6.63 | $3,315.00 |
DisclosureSEC source: 0001209191-17-022501 · doc4.xml · nonDerivative · entry 4 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 11,825 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 14:18 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 3,951 | $6.60 | $26,076.60 |
DisclosureSEC source: 0001209191-17-022501 · doc4.xml · nonDerivative · entry 3 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 11,325 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 14:18 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 1,054 | $6.55 | $6,903.70 |
DisclosureSEC source: 0001209191-17-022501 · doc4.xml · nonDerivative · entry 2 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 7,374 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 14:18 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 476 | $6.50 | $3,094.00 |
DisclosureSEC source: 0001209191-17-022501 · doc4.xml · nonDerivative · entry 1 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 6,320 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 20, 2017 Filed Mar 21, 2017 19:56 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 200 | $6.69 | $1,338.00 |
DisclosureSEC source: 0001209191-17-022013 · doc4.xml · nonDerivative · entry 5 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 5,844 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 20, 2017 Filed Mar 21, 2017 19:56 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 3,400 | $6.70 | $22,780.00 |
DisclosureSEC source: 0001209191-17-022013 · doc4.xml · nonDerivative · entry 4 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 5,644 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 20, 2017 Filed Mar 21, 2017 19:56 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 500 | $6.68 | $3,340.00 |
DisclosureSEC source: 0001209191-17-022013 · doc4.xml · nonDerivative · entry 3 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 2,244 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 20, 2017 Filed Mar 21, 2017 19:56 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 1,644 | $6.65 | $10,932.60 |
DisclosureSEC source: 0001209191-17-022013 · doc4.xml · nonDerivative · entry 2 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,744 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 20, 2017 Filed Mar 21, 2017 19:56 UTC | TIPTREE INC. TIPT · Entity 5239 | PurchaseClass A Common Stock | 100 | $6.60 | $660.00 |
DisclosureSEC source: 0001209191-17-022013 · doc4.xml · nonDerivative · entry 1 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 100 F1 · kind: Purchases pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 20:35 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantEmployee Stock Option · Derivative | 351,155 | $0.00 Strike: $6.65 | $0.00 |
DisclosureSEC source: 0001209191-17-016472 · doc4.xml · derivative · entry 1 Ilany Jonathan · CIK 0001499150 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 501,897 Underlying: Class A Common Stock · 351,155 shares Expires not disclosed F1 · security: The Reporting Person was granted non-qualified stock options to purchase 351,155 shares of common stock of the Registrant, subject to the terms of a Stock Option Agreement between the Registrant and the Reporting person (the "Stock Option Agreement"). F2 · shares: Exercise of the Stock Option is subject to both (1) a time-based vesting requirement with one-third vesting each of February 22, 2020, 2021 and 2022 and (2) a performance-based vesting requirement that, at any time during the option term, achievement of a 20-day volume weighted average stock price of Registrant's Class A Common Stock, that exceeds the per share book value on an as exchanged basis as of December 31, 2016 (as reported in the Registrant's filings with the Securities and Exchange Commission). F2 · derivative.exercise_date: Exercise of the Stock Option is subject to both (1) a time-based vesting requirement with one-third vesting each of February 22, 2020, 2021 and 2022 and (2) a performance-based vesting requirement that, at any time during the option term, achievement of a 20-day volume weighted average stock price of Registrant's Class A Common Stock, that exceeds the per share book value on an as exchanged basis as of December 31, 2016 (as reported in the Registrant's filings with the Securities and Exchange Commission). F3 · derivative.expiration_date: The Stock Option will expire on the earlier of (1) February 22, 2027 and (2) the date of the termination of Jonathan Ilany's service with the Registrant for Cause (as defined in the Stock Option Agreement) or Jonathan Ilany's voluntary termination of service with the Registrant. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.